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Vantage Consulting Group’s Brown & Brown BRO Stock Holding History

Vantage Consulting Group’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-203
Closed -$10K – 316
2020
Q4 		$10K Buy
+203
New +$9.34K ﹤0.01% 1179

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Select Equity Group
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Wells Fargo
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State Street
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Vantage Consulting Group's BRO Position: Q1 2021 in Review

Vantage Consulting Group sold out of Brown & Brown (BRO) in Q1 2021, closing a stake of 203 shares — an estimated $10K sold.

Vantage Consulting Group first reported a position in BRO in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 456 funds tracked by Wall St. Rank hold BRO as of Q1 2021.

  • Vantage Consulting Group reported no remaining Brown & Brown position as of Q1 2021 after selling out during the quarter.
  • Vantage Consulting Group sold 203 Brown & Brown shares in Q1 2021, an estimated $10K.
  • Vantage Consulting Group first reported a position in Brown & Brown in Q4 2020 and held it in 1 quarter.
  • Vantage Consulting Group's Brown & Brown position peaked at $10K in Q4 2020.
  • 456 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2021.

Based on Vantage Consulting Group's 13F filing for Q1 2021, filed 14 May 2021.